We are pleased to present the results of a comprehensive national survey on charitable gift planning among U.S. charities. This report contains a detailed statistical analysis of responses from representatives of charitable organizations to a survey administered by ACGA in the 190 day period from Thursday, September 6, 2007 to Friday, March 14, 2008. 864 completed responses were received during this time.
This is the fourth national survey conducted by the ACGA since 1994. Surveys of charitable organizations in 1994, 1999 and 2004 focused on charitable gift annuities. The 2007-2008 survey was much broader in scope. Charities were asked about campaign goal-setting, planned gift counting and crediting, gift trends, gift administration, marketing, and donor recognition, as well as nine types of planned gifts: charitable remainder unitrusts and annuity trusts, pooled income funds, lead trusts, life insurance, retained life estates, bargain sales, and of course gift annuities.
Responses predate the profound crisis in worldwide financial markets during the summer and fall of 2008. The ACGA will conduct a comprehensive survey of gift annuities in 2009 to measure the impact of market volatility on gift annuity donor behavior and the performance of gift annuity reserve funds, in line with our mission of risk management for charitable gift annuities.